Number of Shares
16,841.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
2.02%
Total Estimate Gain
$863,865.19
% of Total Estimate Gain
29.31%

DIXON FNANCIAL SERVICES, INC.'s Apple Inc Holding Summary

As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 16,841.00 shares of Apple Inc(AAPL), totaling $3.74 Mil. This investment constitutes 2.02% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then DIXON FNANCIAL SERVICES, INC. has made 7 purchases of AAPL, at an average price of $160.13, for a total of 18,406.00 shares. In addition, there have been 6 sales at an average price of $162.92 for 1,565.00 shares. Based on historical transaction data and AAPL's current price of $211.17, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his AAPL holdings is $863,865.19, reflecting a 29.31% gain to date.

DIXON FNANCIAL SERVICES, INC. AAPL ($211.17) Holding Chart

DIXON FNANCIAL SERVICES, INC. AAPL ($211.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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